HomeMy WebLinkAbout01-31-14 i pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION
PO BOX 280601 STATEMENT OF ACCOUNT
HARRISBURG PA 17128-0601
DATE 01-27-2014
ESTATE OF REAM JANICE M
DATE OF DEATH 10-16-2012
FILE NUMBER 21 12-1157
COUNTY CUMBERLAND
WINEKA ESQ JILL M ACN 101
1719 N FRONT ST
Amount Remitted
HARRISBURG PA 17102-2305
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE —+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX AFP C12-13) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF:REAM JANICE M FILE NO. : 21 12-1157 ACN: 101 DATE: 01-27-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-30-2013
PRINCIPAL TAX DUE: 920.88
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-15-2013 CDO17054 46.04 1,15.00 M
01-08-2014 REFUND .00 27r-. �- G— G7 C:,
M c-) v'
r- w M M
M
c _
n C)
r_' M
-{ C>
CD
TOTAL TAX PAYMENT 920.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS. ( �
V
i
PAYMENT: Detach the top portion of this notice and submit with your payment made payable to the name and address
Printed 0. the reverse aide.
If payment is for a resident decedent, make check or money order payable to: Register of Wills, Agent
If payment is for a non-resident decedent, make check or money order payable to: Commonwealth of Pennsylvania
Failure to pay the tax, interest, and Penalty due may result in the filing of a lien of record in the
appropriate county, or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
department's web site at wwx.revenue.state.Pa.us, any Register of Wills or Revenue District Office or from the
department's 24-hour answering service¢ 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
REPLY T-0: Questions regarding errors should be addressed to: PA Department of Revenue,Bureau of Individual Taxes,
ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128.0601, or call (717) 787-6505.
DISCOUNT: If any tax due is paid within three calendar months after the decedent`s death, a five percent discount
of the tax Paid is allawed.
PENALTY: The 15 percent tax amnesty non-part icipation penalty is computed on the total of the tax and interest assesxd,
and not paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.)
INTEREST: Interest is charged beginning with first day of delinquency, or nine months and one day from the data of
death, to the date of payment. Taxes which became delinquent before Jan. 1, 1982, bear interest at the rate of
six percent per annum calculated at a daily rate of 0.000161. All taxes which become delinquent on and after
Jan. 1, 1982, will bear interest at a rate which varies from year to year with the rate announced by the PA
Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Department of
Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2014 era:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
20n0 BY .000219 2001 9% .000247 2002 67 .000164
2003 5% .000137 2004 4Y. .000110 2005 5Y, .000137
2006 7% .000192 2007 8% .000219 2008 77. .000192
2009 5% .000137 2010 47 .000110 2011-2014 37 .000082
Interest is calculated as fall ows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTER€ST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the data of the assessment. If payment is made after the interest computation data shown on the
notice, additional interest must be calculated.